6 enterprise content management best practices for deployment
6 enterprise content management best practices for deployment
A successful ECM deployment requires planning. Content managers should consider their organization’s content lifecycle, security and compliance needs before deployment.
Although enterprise content management deployment is a large undertaking, organizations can follow best practices to avoid common pitfalls.
A well-thought-out enterprise content management (ECM) system can increase an organization’s efficiency, as it optimizes workflows, aids document findability and more. Before deployment, content managers should consider key elements of their organization, such as its long-term goals, content lifecycles, and specific security, compliance and user needs. Whether an organization deploys its first ECM system as part of a digital transformation initiative or migrates from an existing system to another, the following best practices can enable successful deployments.
1. Start with a content strategy
An ECM deployment should start with a plan. Content managers should consider their organization’s long-term goals to determine which ECM features, such as AI and machine learning algorithms, to include in the plan.
Organizations can combine these plans with digital transformation initiatives, which can benefit companies that want to digitize documents. Digitization can turn paper documents into electronic documents. Digital documents are easy to search, use and process compared to physical paper. For example, the project could aim to implement a system that can scan paper records and use AI with optical character recognition to gather data about customer contacts or contract expiration dates. The system can then make that data searchable or start a customer engagement or renewal process.
Ultimately, a content strategy depends on an organization’s specific needs and vision. Content managers without a strategy could waste time and money on systems that don’t benefit their organizations.
